QuickBooks Q&A
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My boss is wanting to put $1500.00 into each employees 401K. My question is how do I need to do this as far as QuickBooks. Couldn't we right one check and have the company that handles our 401K accounts distribute the amounts to the correct accounts. Someone said something about having to write a check for each employee and not take out Federal and state taxes (my concern is that will make the employees income increase and they would be responsible for the state and federal taxes on that amount). Any advise or pointing in the direction of where to look for this situation on IRS page would be greatly appreciated.Thank you
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Is there a way to print all my previous 3 years worth of invoices, at once (with some kind of batch or macro command), for a government audit? They want to see each and every one (500+) and I didn't print copies as I went along, since it was always on computer memory. Thanks.
I received checks from two different customers in September. I posted them under Customers, Receive Payments. Then I created a deposit and selected both of those payments and took them to the bank. The customer accounts in QuickBooks were credited and the money is in the bank. Everything is good. However, the next time I went to create a deposit in QuickBooks, those two customer payments are still in the "Payments to Deposit" list. However, they do not show up in the general ledger under the "undeposited funds" GL. I have never seen this before. I just need to get rid of them from the "Payments to Deposit" list before I close and send my file to my CPA.
I would like to print a report that essentially looks like the Chart of Accounts (Account Listing) with the normal options for that, for the Income & Other Income, and then another for the Expense and Other Expense accounts for the year, but in the "Balance" column I would like it to print the total of the income or the total of the expense for the year. I know I could print the trial balance for the dollar totals, but I'd like some of the info from the GL Account detail. Does such a report exist or can one easily (key word) be created? Thanks in advance.
How do terminated employees view their old paystubs and W-2 once their account is inactive?
Hello, I wanted to know if there is a way to create a Trial Balance Report in QuickBooks Desktop that shows columns by month instead of one column with an ending balance. For the P&L report, we can click on 'Display Columns' and choose 'by month,' but I cannot find that option for the Trial Balance. Is there a workaround to run a Trial Balance by month?
I need assistance in setting up a Roth Simple IRA and the company contribution for it.There is not an option for this on the payroll item setup.I need this handled as soon as possible to run the first payroll of the 2025 year this week.Please help!
My nonprofit ministry just received a donation from a family fund that came to us via Morgan Stanley Giving Fund (MS GIFT). Essentially the donor gave MS GIFT money which they passed along to us. How is this recorded? It seems right to attribute it to the actual donor but how do I record MS GIFT involvement if at all?Thanks
Quickbooks mysteriously dropped 17 days of transactions from June 2024. They're not in any of the categories (review, categorized, excluded). Is there a way to get Quickbooks to bring in old transactions? If so, how?
I have printed a Transaction Detail by Account in the Sample Company accessed in QBA. I did this to trace a few entries all the way through the QBA system, since I am a new user who loves getting down in the details. Anyway, when I printed the report out, sorted by transaction type, I noticed that in the column "Full Name" that almost all entries had the corresponding offset account listed. However, there were a few that did not, and that's what is bothering me. Both invoice #1001 and 1016 should have the "Full Name" as "Landscaping Services". However, invoice #1001 has that field blank, while invoice #1016 does show "Landscaping Services". Both invoices seem to have the same fields shown on the individual invoices, but I must have missed something. Does anyone know where the "Full Name" column on the Transaction Detail by Accounts pull its information from? I am not sure this is even the correct source, that's what I'm trying to figure out.
Restructuring the GL to create order, and wondering: * Is there any way to change the GL Type when an existing account was identified as the wrong type when set up? I know I can create a new GL and transfer the balance via GJE, but if possible I would like to change the type followed by changing the GL # to also transfer the history with the account. I have a number of accounts in this situation ... I believe the people in accounting in years past meant well but didn't really understand the implications of the GL Type nor the customary numbering scheme used in accounting. Thanks in advance for your time and assistance in sharing knowledge.
Has anyone else experienced this bizarre issue? While batch modifying locations (not classes) in QuickBooks Online using the Reclassification Tool, the customer or vendor name on an invoice or bill randomly changes to another customer or vendor’s name!This has now happened to me twice in the past few days—once with a customer invoice and once with a vendor bill. At first, I thought I must have made a mistake, but after the second instance, I know for sure this is happening solely when I modify the location field.Here’s how you can reproduce it yourself:Open the Reclassification Tool in QuickBooks Online.Choose any bill or invoice that currently does not have a location assigned.Reassign the location to any value (e.g., Location X).Watch as the open bill or invoice moves from the existing customer or vendor to a completely random customer or vendor!This is beyond frustrating! I spent over 1.5 hours on a call with Intuit support, sharing my screen and going through extensive troubleshoot
How do I extend the Sync Range for DirectConnect to beyond the past 3 months? I want to import transactions from May 2024 to December 2024.
With the new invoice format, the 'Clear All' / 'Clear and keep' option for linked time entries has been removed. Is there any way to 'bulk' clear time entries from the face of the invoice without:1. having to select and clear each line item; 2. having to unlink the time entry and it appearing as unbilled.
Hello, I need a work-around for the situation. Basically this is our first month using Quickbooks. So we have credits from vendors that do not have a bill to associate it with because those bills were paid out of our previous system. I don't want to set credits against bills that have no association with these credits. How can I apply these credits from the total owed to vendor? Thanks for any help!
Dear Quickbooks Forum, I have 3 separate logins on my Computer, by mistake. Everything got screwed up when I moved, and had some trouble, and mistakenly created too many user accounts. The 3 are: xxxAdministrator, xxx Standard User, and xxxxxxAdministrator Under xxxAdministrator I have 1 file: [removed] Under xxx Standard User I have 4 files: [removed], and Trust Under xxxxxxAdministrator I have 12 files, but none of the files listed above. I would like to have all 16 files accessible under xxxxxxAdministrator and under xxx Standard User, and get rid of xxxAdministrator. How can I do that?
My client wants me to create a 'project cost estimate' via the API. However, it seems that using the API I can only create an estimate, but not a 'project cost estimate.' These appear to be completely different structures that are not comparable at all. A 'normal' estimate has fields:'Amount', 'Description', 'Quantity', 'Unit Price', 'Item', 'Service Date', 'Tax Code', 'Class' A project cost estimate has fields: Service Date, Product/Service, Description, Qty 'Your Rate Hidden, 'Your Total (Hidden)' , Markup% (Hidden), Customer Rate, Customer Total Tax [], Billable []Is there any way to create a project cost estimate via the API with the actual fields and structure of an actual project cost estimate? Creating a standard estimate and calling it a 'project cost estimate' is not the goal, but I would be happy with any possible solution to this issue even if it's complex. As an aside, why are all of the project facing features restricted on the API?
The Capcha / Recapcha stuff during Intuit login is starting to get ridiculous. There appears to be no rhyme or reason as to when we'll have to match those poor quality photos to some random topic (seems to always be Motorcycles, Bridges or Stairs). Again, the quality of the puzzle we're being asked to solve is poor at best.Coupled with a token-based authentication check (much better than text authentication), the technology is definitely "old school".How about Intuit invest some of those dollars into certificate based authentication (Passkeys)?
tried all fixes for error 103
I spent days trying to bulk edit existing products in QuickBooks Online, then the Customer Support confirmed that it is not an existing feature. All I can do is update the thousands of items' sales and purchase prices one by one. The import csv/xls function doesn't work, as it keeps giving me the error message that these items already exist. It's such an essential feature. These data keep changing all the time. How can users deal with this issue? Profit and Loss reports will give a false result if these data can not be updated. Am I missing something?
Hi,my balance sheet is still showing some old accounts how do I remove them?Thanks,Noel
My client is looking to change platforms - they are currently using Premier Manufacturing and Wholesale, which is no longer supported. Intuit Enterprise might have been a good fit as they had 5 companies, but they are now all consolidated into one. My client is looking to streamline processes and have PMs enter Estimates and POs which can then be converted to Sales Orders/Invoices and Bills by the bookkeeper. They want detail job costing and better inventory control. My understanding is that you can save your company files to the cloud with QB with Enterprises - remote access is important as well. The last issue is ease of use - many of the people who will be entering POs and Estimates are not computer savvy and we want something that is easy for them to learn and use. With that said, we also want to have tight controls over who can see what. I am leaning towards Enterprise, but it is more expensive and I'm not sure it's worth the extra cost. Any input would be greatly appreciated. Tha
When I put an entry in accounts payable and tab over, it skips the "billed" field. This just started today so I don't know what I have done. It skips from the "due date" field over to the field where I check when reconciling. How do I fix this? Thanks in advance for your help.
